specialist advice and courses on …...commercial contracts external in-house counsel 2 we are a...
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SPECIALIST ADVICE AND COURSES ON INVESTMENT MANAGEMENT AND COMMERCIAL CONTRACTS
External in-house counsel
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WE ARE A SPECIALIST, FORWARD THINKING FIRM THAT PROVIDES ADVICE AND TRAINING IN RELATION TO FINANCIAL SERVICES, INVESTMENT MANAGEMENT AND COMMERCIAL CONTRACTS.
WHY WE’RE DIFFERENT We’re proud of the reputation we have built and are passionate about the industry we work in. Our approach is to build long-term relationships with our clients based on trust and success. We are proactive, flexible, effective and efficient in determining and meeting our client’s objectives. We conduct our business with honesty and integrity, maintaining high technical standards that have been proven globally. We continue to grow as a team, and go forward with enthusiasm seeking to raise the bar in the industry.
www.cleveland-co.com/about-us/
ADVISORY SERVICES We operate as external in-house counsel, thereby offering an alternative to hiring internally or engaging a contractor. We work just like any other in-house counsel, using internal documentation, liaising directly with all relevant business people (including front office, middle and back office, business development, finance, risk, compliance and legal) and escalating matters to the head of the department as part of the client’s usual process. Our expertise and previous in-house
“We believe experienced and professional contract negotiation is critical to ensure your business relationships get off to the right start. We act as external in-house counsel, and provide commercial solutions, efficient contract management and expertly negotiate agreements on a flat fee basis to close deals smoothly.”
External in-house counsel
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experience allow us to work with a cross section of industry professionals, from portfolio managers through to CEOs, in EMEA, Asia Pacific and North America.
AREAS OF EXPERTISE We provide all legal, compliance, regulatory, commercial, practical and strategic advice across a full range of business lines. www.cleveland-co.com/advice/
- Institutional - Distribution - UCITS & Non-UCITS
- Implementation Services - Pooled Pension Funds - Private Equity
- Custody - Administration - Listed Investment Cos
- Broker Agreements - Commission Sharing - Real Estate
- Securities Lending - Outsourcing - Commercial Contracts
- Templates & Research - Company Secretarial - Building legal teams
BOUTIQUE COURSES We are the first provider in the UK to provide specialist courses in relation to investment management. We hold a number of courses across a range of topics, which we run both internally and externally for our clients. Bespoke courses are also available upon request. www.cleveland-co.com/courses/
RECOMMENDATIONS
Aviva Investors “Excellent. Good pace and interactive making the course very relevant to IMA negotiations.”
Skandia “Excellent. Exceeded my expectations. Will recommend.”
Osborne Clarke “Excellent overview of the terms of the IMA, which is not available anywhere else.”
External in-house counsel
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CONTACT
EMMA CLEVELAND Managing Director
+44.79.6387.8756 [email protected] www.cleveland-co.com
Cleveland & Co Associates Limited is incorporated in England and Wales, company No. 07871988 18 Trafalgar Avenue, London SE15 6NR, VAT number 144 6988 70.
Cleveland & Co Associates Limited is authorised and regulated by the Solicitors Regulation Authority (SRA) under no. 622069, as an alternative business structure, and as such all our solicitors are subject to the principles and code of conduct set out by the SRA. Please visit http://www.sra.org.uk/handbook/ for more information.